-55.4%
APP vs KO
+43.6%
-99.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.1% | +9.6% | +11.5% |
| 7D | +4.5% | +4.4% | +0.1% | +8.3% |
| 30D | -3.6% | +10.7% | -14.4% | +5.0% |
| 3M | -35.3% | +11.3% | -46.6% | -29.1% |
| 6M | -42.8% | +24.0% | -66.8% | -28.5% |
| YTD | -59.7% | +39.7% | -99.4% | -42.5% |
| 1Y | -55.4% | +43.2% | -98.6% | -33.5% |
| All | -55.4% | +43.6% | -99.0% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling